See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,123 | $95,803+27.5% | $113,168+7.9% | $84,808+44.0% |
| Participation rate | 69.9% | 72.9%-3.0pp | 76.6%-6.7pp | 68.3%+1.6pp |
| Annual return | 15.62% | 25.00%-9.4pp | 24.27%-8.6pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,463 | $2,360-38.0% | $2,975-50.8% | $2,631-44.4% |
| Participant deferral / active EE | $12,065 | $4,242+184.4% | $5,107+136.2% | $4,212+186.5% |
| Admin fee / account holder | $3,196 | $8,989-64.4% | $12,068-73.5% | $7,344-56.5% |